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Advising the Ultra-Wealthy: A Guide for Practitioners

by Gregory Curtis
Save 35% Save 35%
Current price ₹4,730.00
Original price ₹7,276.00
Original price ₹7,276.00
Original price ₹7,276.00
(-35%)
₹4,730.00
Current price ₹4,730.00

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Book cover type: Hardcover
  • ISBN13: 9783030576042
  • Binding: Hardcover
  • Subject: N/A
  • Publisher: Springer
  • Publisher Imprint: Palgrave MacMillan
  • Publication Date:
  • Pages: 128
  • Original Price: EUR 64.99
  • Language: English
  • Edition: 2020
  • Item Weight: 363 grams
  • BISAC Subject(s): Finance / General, Investments & Securities / General, and Industries / Financial Services

Discusses the differences between wealthy families and institutions, and entrepreneurs and inheritors

Covers the liability side of the balance sheet alongside investment goals, risk tolerance, evaluating money managers, and assessing portfolio performance

Highlights the recurring mistakes family investors make

Appeals to entry-level and mid-level financial professionals who wish to advise ultra-wealthy families

Gregory Curtis is the author of eight books, including three investment books: Family Capital, The Stewardship of Wealth, and Creative Capital. He is the author of nearly 50 white papers and journal articles on a variety of investment topics. Gregory's blog appears every Friday morning and goes out to approximately 50,000 readers. It is available free of charge at https: //gregorydcurtis.com/blog/. He has lectured at Harvard Law School, the Tepper School at Carnegie Mellon University, and the University of Pittsburgh School of Law, all in the USA.


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